About Indigenous Wealth

Indigenous Wealth is a 100% Indigenous-owned consultancy dedicated to helping Aboriginal and Torres Strait Islander people build lasting financial success through property investment, financial services, and education. We are growing fast, and our operations are expanding to match our ambition.

We are a close-knit, high-performing team working toward a shared mission: to create a cycle of generational wealth for Aboriginal and Torres Strait Islander people across Australia.

The Opportunity

The Client Engagement Coordinator (Appointment Setter) is a critical operational role at the front of the Indigenous Wealth client journey. You will be the first point of contact for prospective clients, responsible for qualifying inbound and outbound leads, booking them into meetings with our Relationship Managers, and keeping our CRM pipeline accurate and well-managed.

This role requires solid communication skills, high attention to detail, and the ability to work at pace in a growing business. If you are organised, people-oriented, and energised by working toward a meaningful mission, this role is for you.

What You Will Do

Lead Contact and Education

• Execute outbound contact campaigns to prospect lists via phone, email, and SMS

• Respond to inbound enquiries across web, phone, and social channels within agreed service levels

• Deliver initial education on Indigenous Wealth services and property investment to prospective clients

• Log all contact attempts and outcomes in HubSpot

Lead Qualification

• Apply consistent qualification criteria to assess prospect readiness, financial position, and investment intent

• Score and prioritise leads based on readiness, budget, and seriousness

• Prepare clear qualification summaries for Relationship Manager handover

• Maintain a pipeline of near-qualified prospects and manage re-engagement timing

Appointment Management





• Book qualified prospects into Relationship Manager calendars and manage availability

• Send meeting confirmations and automated reminders via HubSpot

• Track show and no-show rates, and follow up with no-shows to rebook

• Relay Relationship Manager feedback on lead quality to continuously improve qualification

CRM and Pipeline Operations

• Maintain clean, complete, and accurate records across all prospect interactions in HubSpot

• Monitor pipeline stages and flag stalled leads for re-engagement

• Track lead source attribution and contribute to conversion reporting

• Support workflow and automation improvements to increase operational efficiency

ABOUT YOU:

• Passion for, and connection to, the Aboriginal and Torres Strait Islander community

• Strong verbal and written communication skills, with confidence on the phone

• High attention to detail and commitment to data accuracy

• Comfortable working with CRM systems

• Able to manage a busy workload, prioritise effectively, and meet service levels

• A positive, professional manner and genuine desire to help people

• Interest in property, finance, or professional services is an advantage but not essential

• Able to work outside normal working hours if required

• Full-time and Part-time positions available

What You Will Gain

• A structured onboarding experience and clear role expectations from day one

• A front-row seat in a fast-growing, mission-driven advisory business

• Exposure to property investment, financial services, and business operations

• Genuine career development opportunities

• Base pay + super on top + commission and bonus opportunities.

How to Apply

Please submit your resume highlighting relevant experience and a cover letter explaining why this role and our mission appeal to you. Please also let us know if you are seeking a full-time or part-time position and if you wish to work normal hours or alternative hours (we need people for all)

📌 Appointment Setter (Identified Position: Aboriginal & Torres Strait Islander) (Sydney)
🏢 Indigenous Wealth
📍 Sydney